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Please Note: This event has already taken place.

Basic Estate Planning Documents II: Revocable Trusts

Description:

Note: This program was originally
scheduled for 2/5 but was postponed due to weather to the new date of
2/24

Matthew Hillery, of Edwards Wildman Palmer LLP, will provide an introduction
to revocable trusts in estate planning. He will review the key components
of revocable trusts, including funding formulas, marital provisions, possible
trust structures for children and other beneficiaries, and trustee
provisions. He will also provide drafting suggestions and advice on
avoiding certain pitfalls when advising clients about establishing revocable
trusts.